# Adding Data Sources Source: https://docs.stepsai.co/adding-data-sources Learn how to connect your data sources to Steps AI for intelligent insights ## What Are Data Sources? Data sources are the connections between Steps AI and your existing tools and platforms. They allow your AI assistant to access, search, and analyze information from your emails, documents, conversations, and files to provide intelligent, contextual responses. **Why Connect Data Sources?** Data sources enable your AI to understand your work context, find relevant information across platforms, and provide more accurate and helpful responses. ## How to Add Data Sources Go to the **Connectors** section in the left sidebar of your Steps AI interface Click on the data source you want to connect (Google Drive, Slack, Gmail, etc.) Follow the authentication process and grant necessary permissions when prompted Wait for the status to show "Connected" and test the connection ## Available Data Sources Access your documents, spreadsheets, and presentations stored in Google Drive Search through team conversations, channels, and shared files in your Slack workspace Find information from your emails and compose professional responses Access your Notion pages, databases, and knowledge base content **Start with One Source**: Begin by connecting your most important data source first, then gradually add others as needed. ## Connection Troubleshooting | Issue | Solution | | ------------------------ | ---------------------------------------------------------- | | **Authentication Fails** | Check your login credentials and try re-authenticating | | **Permission Denied** | Ensure you have proper access rights to the platform | | **Connection Timeout** | Check your internet connection and try again | | **Data Not Syncing** | Allow time for initial indexing (can take several minutes) | ## FAQ You can connect multiple data sources simultaneously. There's no limit on the number of sources you can add to your Steps AI workspace. Yes! Your data remains in your original accounts. Steps AI only accesses what it needs for your specific requests and never stores your data permanently. Absolutely! You can disconnect any data source at any time through the Connectors section. This will immediately stop access to that platform. Contact support at [connect@stepsai.co](mailto:connect@stepsai.co) to request additional integrations. We're constantly adding new data sources based on user needs. Initial indexing typically takes 5-15 minutes depending on the amount of data. You'll see a "Connected" status when the sync is complete. Yes! You can connect multiple accounts (e.g., multiple Gmail accounts or Slack workspaces) to access information from all of them. ## Next Steps **Important**: After connecting your data sources, create a knowledge base to start organizing and accessing your information effectively. Set up your first knowledge base to start using your connected data sources # Calendar Agent Source: https://docs.stepsai.co/agents/calendar/index Your smart scheduling assistant that manages your calendar through conversation ## Overview The Calendar Agent transforms how you manage your time by understanding natural language requests and intelligently handling your scheduling needs. Whether you're coordinating team meetings, managing personal appointments, or optimizing your daily routine, this AI assistant becomes your personal scheduling expert. The Calendar Agent doesn't just schedule meetings—it understands the context behind your requests. When you say "schedule a follow-up with the marketing team," it remembers previous discussions, suggests appropriate durations, and considers everyone's typical availability patterns Seamlessly works across Google Calendar, Outlook, and Apple Calendar. It can coordinate meetings between participants using different platforms, automatically handling time zone conversions and platform-specific features Multi-participant scheduling with automatic conflict resolution, intelligent time suggestions based on historical patterns and preferences, travel time calculation between meeting locations, recurring meeting management with smart pattern recognition, and meeting room booking integration where supported ## What You Can Ask * "Find the best time for a 1-hour strategy meeting with Sarah, John, and the design team next week" * "How much time am I spending in meetings vs. focus work this month?" * "Block 2 hours of focus time every morning this week for project work" ## Getting Started **Calendar Connection Required**: Connect your calendar service through the Connectors section before using the Calendar Agent. Multiple calendar integrations are supported for seamless cross-platform coordination. Set up your calendar connection to start using the Calendar Agent ## FAQ Yes! The Calendar Agent can schedule meetings with anyone who has a calendar system. It will send invitations and coordinate times across different organizations, automatically handling time zone conversions and platform differences. The Calendar Agent is smart about time zones. It automatically detects where participants are located and suggests meeting times that work for everyone, clearly showing what time it is for each person. It also considers daylight saving time changes and travel schedules. Absolutely! It can set up weekly team meetings, monthly reviews, or any recurring pattern. It can also help you modify or cancel recurring meetings when needed, and it learns from your preferences to suggest optimal recurring schedules. Yes! Once connected, it works with your calendar across all devices - phone, tablet, and computer. Changes sync everywhere automatically, and you can manage your schedule from any device while maintaining consistency. The Calendar Agent only accesses your calendar when you're specifically asking it to help with scheduling. You control what information it sees and when. It respects your privacy and only processes the data needed for your specific requests. Yes! It creates professional meeting invitations with all the details (time, location, agenda) and sends them to participants. You can review before sending if you prefer, and it can include relevant context and preparation materials. Just tell it! Say "cancel my 2pm meeting" or "move the team meeting to Friday" and it will handle the changes and notify everyone involved. It can also suggest alternative times and handle complex rescheduling scenarios. If your calendar system supports room booking, the Calendar Agent can find and reserve meeting rooms for you, ensuring you have the right space for your meetings. It considers room capacity, equipment needs, and location preferences. # Google Drive Agent Source: https://docs.stepsai.co/agents/gdrive/index Your smart file assistant that helps you manage Google Drive through simple conversation ## Overview The Google Drive Agent is your personal file assistant that helps you find, organize, and manage your Google Drive files using simple conversation. No more clicking through folders or struggling to remember where you saved something - just ask! Search for any file using simple descriptions like "the presentation about marketing", find files by type (photos, documents, spreadsheets, or videos), locate files by date, and search within file content to find specific information Share files with colleagues with the right permissions, check who has access to your important documents, and manage file permissions easily ## What You Can Ask * "Find the budget spreadsheet from last month" * "Create a folder for the Q4 marketing campaign" * "Share the project proposal with the team for editing" ## Getting Started **Google Drive Account Required**: Connect your Google Drive account through the Connectors section before using the Google Drive Agent. Set up your Google Drive connection to start using the Google Drive Agent ## FAQ Absolutely! Just describe what you remember - "the spreadsheet with sales numbers" or "photos from the company party." The Google Drive Agent is excellent at understanding descriptions and finding the right files. Yes! It can search within the actual content of your documents, spreadsheets, and PDFs. So you can ask "find the document that mentions the Johnson account" and it will locate it. No! The Google Drive Agent is careful about maintaining your existing organization. It will suggest improvements and always ask before making major changes to your folder structure. Definitely! It can share files with appropriate permissions for your team, manage access levels, and help organize shared folders for better collaboration. Yes! Since it works with your Google Drive account, any changes sync across all your devices - phone, tablet, and computer. Absolutely. Your files remain in your Google Drive. The agent only accesses what it needs to help with your specific request and never stores your file content permanently. Yes! It can analyze your Drive usage, identify large files taking up space, find old files you might want to archive, and help you manage your storage efficiently. The Google Drive Agent can help you manage file versions, restore previous versions if needed, and organize your files to prevent important data loss. # GitHub Agent Source: https://docs.stepsai.co/agents/github/index Intelligent repository management and development workflow automation ## Overview The GitHub Agent streamlines your development workflow by providing intelligent repository management, issue tracking, and pull request automation. Connect your GitHub account to unlock powerful development collaboration features. Create and manage repositories with intelligent structure, handle branch management and merge operations, perform file operations including creation, modification, and deletion, and manage repository settings and configuration Create and assign issues with automatic labeling, track project progress and milestone management, link issues to pull requests for better workflow, and generate project reports and development insights Create pull requests with intelligent descriptions, review and merge PRs with automated checks, manage code reviews and approval workflows, and track deployment status and release management ## What You Can Ask * "Create a new issue about the login bug with high priority" * "Show me all open pull requests for the main branch" * "Create a feature branch called 'user-authentication'" ## Getting Started **GitHub Account Required**: Connect your GitHub account through the Connectors section. Organization permissions may be required for team repositories. Set up your GitHub connection to start using the GitHub Agent ## FAQ Yes! The GitHub Agent can analyze pull requests, highlight important changes, suggest reviewers, and even help you understand complex code modifications through natural conversation. Absolutely! Just describe what you need - "create an issue for the login bug" or "make a PR for the new feature branch" - and it will handle the technical details and formatting. It can track issue progress, update project boards, assign tasks to team members, and provide insights on project timelines and completion rates across your repositories. Yes, with proper permissions. The GitHub Agent respects your repository access levels and only works with repos you have permission to access, whether public or private. It can help generate README files, update documentation, create release notes, and ensure your repository documentation stays current with code changes automatically. Yes! The GitHub Agent works with repositories in any programming language and understands common conventions, file structures, and best practices for different tech stacks. Definitely! It can assign reviewers, manage team permissions, track contributions, and help coordinate development workflows across your team or organization. # Gmail Agent Source: https://docs.stepsai.co/agents/gmail/index Your intelligent email assistant that helps you manage Gmail effortlessly ## Overview The Gmail Agent revolutionizes email management by understanding your communication patterns and automating complex email tasks. From drafting professional responses to organizing your inbox intelligently, this AI assistant transforms how you interact with your email. The Gmail Agent doesn't just read emails—it understands the relationships, history, and context behind your communications. It remembers previous conversations, recognizes important contacts, and adapts its tone based on your relationship with the sender Goes beyond simple templates to craft personalized, contextually appropriate emails. It considers your relationship with the recipient, the urgency of the matter, and your typical communication style to generate responses that sound authentically like you Find emails using natural language instead of keywords. Ask "emails about the budget discussion from last month" or "conversations with Sarah about the project timeline" and it understands what you're looking for ## What You Can Ask * "Draft a professional follow-up email to the client about our proposal, mentioning the key points we discussed" * "Find all emails from our biggest clients from the past 3 months" * "Organize all emails from our vendors into a dedicated folder" ## Getting Started **Gmail Account Required**: Connect your Gmail account through the Connectors section before using the Gmail Agent. The agent will learn your communication patterns to provide personalized assistance. Set up your Gmail connection to start using the Gmail Agent ## FAQ The Gmail Agent only accesses emails when you specifically ask it to help with something. It doesn't read or scan your emails unless you're having a conversation with it about email tasks. Your privacy is protected at all times. No! The Gmail Agent will always show you the email it writes before sending. You have full control to review, edit, or cancel before anything gets sent. It's designed to assist, not replace your judgment. Excellent! It can search through years of emails using natural language. Instead of remembering exact keywords, just describe what you're looking for like "emails about vacation planning from last year" or "discussions about the budget with the finance team." Yes! Once connected, the Gmail Agent works with your Gmail account across all devices - phone, tablet, and computer. Changes and organization sync everywhere automatically. Absolutely. Your emails are processed securely and never stored permanently. The agent only accesses what it needs to help you with your specific request, and all data is encrypted and protected. Just tell it! Say something like "make this more formal" or "add more details about the deadline" and it will revise the email for you. It learns from your feedback to improve future suggestions. Yes! It reads the entire conversation history and writes contextually appropriate replies that make sense in the conversation flow. It understands the context and maintains the thread's coherence. Yes! It can help you find emails with specific attachments and even suggest which files to include in your replies based on the conversation context. It can also track attachment patterns and relationships. # Agents Source: https://docs.stepsai.co/agents/home Intelligent agents that automate tasks and enhance your workflow Steps AI Light Steps AI Dark ## Transform Your Workflow with AI Agents Steps AI agents are specialized AI assistants that connect directly to your tools and platforms, enabling seamless automation and intelligent task execution. Each agent understands the specific context and capabilities of its connected service. ## Productivity Agents Streamline your daily tasks with intelligent productivity assistants. **Smart scheduling assistant that manages your calendar through conversation** **Your personal email assistant for writing, finding, and organizing emails** **Enterprise email management and calendar integration** **Create, update, and organize your knowledge base** ## Collaboration Agents Enhance team communication and project management. **Team communication hub that manages workspace interactions** **Code repository manager for development workflows** ## Storage & Knowledge Agents Access and organize your information across platforms. **Smart file manager for all your Google Drive content** **Information hub for internal knowledge repositories** ## Frequently Asked Questions **Connectors** simply link your accounts and services to Steps AI, allowing basic access to your data. **Agents** are intelligent assistants that use those connections to actively help you accomplish tasks. Think of connectors as the bridge and agents as the smart helpers who cross that bridge to do work for you. Unlike general AI chatbots, agents have deep integration with specific platforms and can actually take actions on your behalf. They can read your emails, schedule meetings, organize files, create pull requests, and more - all while understanding the context and conventions of each platform. Yes! Agents only access what they need for the specific task you request. Your data stays in your original accounts (Gmail, Google Drive, etc.), and agents never store your personal information permanently. You maintain full control over what agents can access. Absolutely! Agents work great together. For example, you can ask the Gmail Agent to find an email with a presentation, then ask the Google Drive Agent to organize similar files, and the Calendar Agent to schedule a meeting about the project. Agents are designed to be helpful but cautious. For important actions (like sending emails or deleting files), they'll often ask for confirmation first. You can always undo most actions through the original platform (Gmail, Google Drive, etc.). Not at all! Agents are designed for everyday users. Just chat with them naturally - "find my vacation photos" or "schedule a team meeting next week." No coding or technical setup required. ## Getting Started **Agent Access Required**: Each agent requires proper authentication and permissions to access your connected services. Make sure to grant necessary permissions during setup. Ready to supercharge your productivity? Choose an agent category above and start automating your workflows today! Check our Quick Start guide for step-by-step setup instructions # Knowledge Base Agent Source: https://docs.stepsai.co/agents/knowledge-base/index Intelligent search and insights across your organizational knowledge ## Overview The Knowledge Base Agent serves as your intelligent gateway to organizational knowledge, providing deep search capabilities and insights across all connected data sources. This agent specializes in finding, synthesizing, and presenting information from your knowledge repositories. Semantic search across all knowledge sources, cross-reference information from multiple documents, context-aware results with relevance ranking, and natural language queries for complex information needs Summarize information from multiple sources, generate insights and knowledge connections, create knowledge maps and relationship diagrams, and extract key themes and patterns from data Categorize information automatically, identify knowledge gaps in your repositories, suggest content updates and improvements, and track knowledge usage and popular topics ## What You Can Ask * "Find all documentation about our API authentication process" * "Summarize the key points from last quarter's board meetings" * "What are the common themes in our customer feedback?" ## Getting Started **Knowledge Base Required**: Create a knowledge base and connect your data sources before using this agent for optimal results. Set up your knowledge base to start using the Knowledge Base Agent ## FAQ The Knowledge Base Agent can search across internal documentation, meeting transcripts, email conversations, shared documents, wiki pages, policy documents, and any other connected data sources in your organization. The agent uses advanced natural language processing to understand the intent behind your questions, even when they're phrased in everyday language. It can handle complex queries and find relevant information across multiple sources. Yes! The agent excels at combining information from various documents and sources to create comprehensive summaries and insights that give you a complete picture of any topic. The Knowledge Base Agent respects your organization's access controls and only searches through data sources you have permission to access. It maintains the same security protocols as your existing systems. Absolutely! The agent can identify knowledge gaps, suggest content improvements, track usage patterns, and recommend new documentation based on common queries and missing information. Yes, the agent integrates with most popular document management systems, wikis, and knowledge platforms. It can search across multiple systems simultaneously to provide comprehensive results. The agent uses advanced relevance ranking and context understanding to provide highly accurate results. It considers factors like document freshness, source credibility, and query relevance to prioritize the most useful information. Yes! The agent is particularly good at understanding technical documentation, code comments, API documentation, and other technical content. It can help developers and technical teams find information quickly. # Notion Agent Source: https://docs.stepsai.co/agents/notion/index Intelligent workspace management and note-taking automation ## Overview The Notion Agent transforms your Notion workspace into an intelligent knowledge hub, providing automated page creation, database management, and content organization capabilities. Create new pages and databases with intelligent structure and formatting, generate templates, and organize content automatically Structure and organize your workspace content, manage databases, create cross-page links and references, and maintain consistent formatting Manage tasks, track project progress, update databases, and coordinate team workflows within your Notion workspace ## Key Features * Automated page and database creation * Content organization and structuring * Template management * Cross-page linking and references * Task and project tracking ## Example Commands * "Create a new project page for the Q1 marketing campaign" * "Add a task to the product roadmap database" * "Generate a meeting notes template" * "Find all pages related to customer feedback" ## Getting Started **Notion Account Required**: Connect your Notion workspace through the Connectors section. Set up your Notion workspace connection # Outlook Agent Source: https://docs.stepsai.co/agents/outlook/index Enterprise email and calendar management for Microsoft 365 ## Overview The Outlook Agent provides comprehensive Microsoft 365 integration, managing both email and calendar functions within your enterprise environment. Perfect for organizations using the Microsoft ecosystem. Professional email composition with enterprise templates, advanced search and filtering across your mailbox, contact management and relationship tracking, meeting scheduling with Teams integration, and document access through SharePoint integration Multi-calendar management across teams and departments, meeting room booking and resource allocation, travel time calculation and scheduling optimization, recurring meeting management with pattern recognition, and availability coordination across time zones Microsoft Teams meeting creation and management, SharePoint document access and collaboration, OneDrive file integration and sharing, Active Directory user management and permissions, and Exchange server integration and compliance ## Core Capabilities ### Advanced Email Features * **Enterprise-grade security** with encryption and compliance * **Smart categorization** and priority inbox management * **Automated responses** and out-of-office management * **Email analytics** and communication insights * **Integration with Microsoft Graph** for enhanced functionality ### Calendar Intelligence * **Multi-platform calendar** synchronization and management * **Meeting analytics** and productivity insights * **Resource optimization** with room and equipment booking * **Travel coordination** with itinerary management * **Compliance tracking** for regulatory requirements ### Collaboration Tools * **Teams integration** for seamless meeting creation * **Document collaboration** through SharePoint * **Contact synchronization** across Microsoft services * **Permission management** with role-based access * **Audit trails** for security and compliance ## What You Can Ask * "Schedule a Teams meeting for tomorrow at 2 PM" * "Send an email to the leadership team about Q4 results" * "Check my availability for next week" ## Getting Started **Microsoft 365 Account Required**: Connect your Microsoft 365 account through the Connectors section. Set up your Microsoft 365 connection ## FAQ Yes! The Outlook Agent is designed for enterprise environments and respects your organization's security policies, compliance requirements, and access controls. Absolutely! The agent can create Teams meetings, manage meeting settings, and coordinate with your Teams workspace seamlessly. Yes, with proper permissions. The agent can help you find, access, and share documents stored in your organization's SharePoint sites. The agent can manage multiple calendars, including shared calendars, resource calendars, and team calendars, providing a unified view of all your scheduling needs. Yes! The agent understands enterprise compliance requirements and can help manage email retention, archiving, and regulatory compliance. The agent works with both Exchange Online and on-premises Exchange servers, adapting to your organization's email infrastructure. Yes! The agent can help you manage distribution lists, security groups, and Microsoft 365 groups for efficient communication. The agent respects your organization's data classification and sensitivity labels, ensuring proper handling of confidential information. # Slack Agent Source: https://docs.stepsai.co/agents/slack/index Streamline team communication and collaboration with intelligent Slack automation ## Overview The Slack Agent revolutionizes team communication by providing intelligent message management, channel organization, and automated workflows. Connect your Slack workspace to unlock powerful collaboration features and streamline your team interactions. Send messages to channels and direct messages, reply to conversations with context-aware responses, schedule messages for optimal timing, and pin important messages and announcements Find messages across channels and DMs using natural language, search by user, date, or content across your workspace history, retrieve conversation threads and important discussions, and access shared files and documents Create and manage channels for specific topics or projects, invite users to channels and conversations, set channel topics and descriptions, and manage channel permissions and settings ## What You Can Ask * "Send a message to #general channel about the company all-hands meeting" * "Find all messages from Sarah about the Q4 budget" * "Create a new channel called #project-alpha for the development team" ## Getting Started **Workspace Connection Required**: Connect your Slack workspace through the Connectors section before using the Slack Agent. Admin approval may be required for certain permissions. Set up your Slack connection to start using the Slack Agent ## FAQ Yes! The Slack Agent can send messages to any channel you have access to, as well as direct messages to any user in your workspace, with appropriate permissions. The agent respects your workspace's security settings and only accesses conversations and channels you have permission to view. It maintains the same privacy controls as your regular Slack access. Absolutely! The agent can search through your entire workspace history using natural language, making it easy to find specific conversations, files, or information from any time period. Yes! The agent can interact with Slack apps and integrations, helping you manage workflows, automate processes, and coordinate with other tools connected to your workspace. Definitely! The agent can help create onboarding channels, share welcome messages, organize team introductions, and manage the onboarding process for new team members. The agent is time zone aware and can help schedule messages and meetings that work for team members across different locations and time zones. With appropriate admin permissions, the agent can help manage workspace settings, channel permissions, user roles, and other administrative tasks. Yes! The agent is compatible with Slack Enterprise Grid and can work across multiple workspaces within your organization's grid structure. # Web Search Agent Source: https://docs.stepsai.co/agents/web-search/index Access real-time information and current data from the internet ## Overview The Web Search Agent provides intelligent access to real-time information from the internet, combining current data with your knowledge base for comprehensive answers. This agent specializes in finding up-to-date information, fact-checking, and gathering external intelligence. Access current information from reliable web sources, get news and updates on specific topics, find market data and industry trends, and access technical documentation and references Combine web data with your internal knowledge, perform fact-checking and verification, conduct trend analysis and market intelligence, and do comparative research across sources ## What You Can Ask * "What are the latest developments in AI technology this week?" * "Find current market prices for renewable energy stocks" * "Search for recent news about our competitor's product launch" ## Getting Started **Always Available**: The Web Search Agent is ready to use immediately - no additional setup required. Combine with other agents for enhanced capabilities. Begin using the Web Search Agent to access real-time information ## FAQ The Web Search Agent can access current news, market data, technical documentation, academic sources, industry reports, and any publicly available information on the web. The agent cross-references multiple sources, assesses source credibility, checks information freshness, and uses advanced fact-checking techniques to ensure accuracy. Yes! The agent can integrate real-time web information with your internal knowledge base to provide comprehensive, context-aware answers. The agent accesses real-time web data, providing the most current information available, including breaking news and live updates. Absolutely! The agent can monitor competitor activities, track industry trends, analyze market movements, and provide competitive intelligence. Yes! The agent can access technical documentation, API references, developer resources, and other technical materials from across the web. The agent can search for information in multiple languages and provide translations when needed for comprehensive global research. Yes! The agent can monitor specific topics, track changes over time, and provide trend analysis for ongoing research needs. # Chat History Source: https://docs.stepsai.co/aide-chat/chat-store/chat-history/index Complete guide to accessing, managing, and organizing your conversation history ## Overview Chat History is your personal archive of all conversations with AIDE, providing easy access to previous discussions, insights, and solutions. This feature helps you track your progress, reference past conversations, and maintain continuity across your work sessions. ## Key Benefits Access all your previous conversations and AI responses in one place Search through past discussions to find specific information or solutions Monitor your workflow progress and see how projects evolve over time Maintain context and build upon previous conversations seamlessly ## Getting Started Open the application and look for the "History" tab in the sidebar navigation Scroll through the list of past conversations, organized by date and time Use the search bar to find specific chats or filter by date range Click on any chat to view the full conversation and continue where you left off ## Video Tutorial
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**Star Important Chats**: Mark valuable conversations with stars for quick access to key insights ## Advanced Features Search through conversation content, not just titles, for comprehensive results Filter conversations by specific date ranges or time periods Export important conversations for external reference or sharing Select multiple conversations for bulk operations like starring or deletion ## FAQ Conversations are stored indefinitely unless you manually delete them. You have full control over your chat history and can remove conversations at any time. Yes! You can search within individual conversations to find specific information, quotes, or solutions that were discussed. You can star important conversations, use descriptive titles, and group related discussions. The system also automatically organizes by date for easy navigation. You can export conversations and share them externally. Some platforms also support direct sharing of conversation links with team members. Try using different search terms, check the date range, or look for related conversations. The search function looks through both titles and content. Yes, you can delete individual conversations or bulk delete multiple conversations. Deleted conversations cannot be recovered, so be careful with this action. ## Troubleshooting | Issue | Solution | Prevention | | ------------------------- | ------------------------------------------------------ | -------------------------------------------------------- | | **Can't Find History** | Check if you're logged into the correct account | Ensure consistent login across sessions | | **Search Not Working** | Try different keywords or check date filters | Use specific, memorable terms in conversations | | **Slow Loading** | Check internet connection and try refreshing | Keep conversations organized and avoid excessive history | | **Missing Conversations** | Verify account sync and check for any recent deletions | Regularly backup important conversations | **Regular Cleanup**: Periodically review and remove outdated or irrelevant conversations ## Next Steps Learn how to mark and organize your most important conversations # Star Chats Source: https://docs.stepsai.co/aide-chat/chat-store/star-chats/index Complete guide to starring, organizing, and managing your important conversations ## Overview Star Chats is a powerful organization feature that helps you mark and quickly access your most important conversations. Whether it's a breakthrough solution, key project discussion, or valuable insight, starring conversations creates a curated collection of your most valuable interactions with AIDE. ## Key Benefits Instantly access your most important conversations without searching Build a personal library of your most valuable insights and solutions Group related conversations by starring them for easy project reference Create a searchable archive of your best AI interactions and solutions ## Getting Started Browse your chat history and identify conversations with valuable insights or solutions Click the star icon next to any chat to mark it as important Go to the "Starred" section in the sidebar to view all your starred conversations Use starred chats as a curated reference library for your most valuable interactions **Regular Review**: Periodically review your starred chats and remove ones that are no longer relevant ## Video Tutorial
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**Quality Over Quantity**: Star only the most valuable conversations to maintain a high-quality reference library ## Advanced Features Select multiple conversations to star them all at once for efficient organization Search specifically within your starred conversations for quick access Export your starred conversations for external reference or sharing View insights about your most valuable conversation patterns ## FAQ You can star unlimited conversations. However, we recommend being selective to maintain a high-quality reference library that's easy to navigate. Currently, starred chats are displayed in chronological order. You can use the search function to find specific types of starred conversations quickly. Unstarring removes the conversation from your starred collection, but it remains in your regular chat history. You can always star it again later. Yes! You can export starred conversations and share them with team members, or share the conversation links directly if your platform supports it. Use the search function within the starred section, or browse chronologically. You can also search by keywords that you remember from the conversation. Be selective! Star only the most valuable conversations to maintain a clean, useful reference library. Too many starred chats can make it harder to find what you need. ## Troubleshooting | Issue | Solution | Prevention | | ------------------------------ | ----------------------------------------------------------------------- | --------------------------------------------------- | | **Can't Find Starred Section** | Check sidebar navigation and ensure you're in the correct view | Familiarize yourself with the interface layout | | **Star Not Working** | Try refreshing the page and clicking the star icon again | Ensure stable internet connection | | **Too Many Starred Chats** | Review and unstar less important conversations | Be selective about what you star from the beginning | | **Search Not Finding Starred** | Try different keywords or check if the conversation is actually starred | Use memorable terms and verify starring status | ## Next Steps Learn how to effectively navigate and search through your conversation history # Create Knowledge Base Source: https://docs.stepsai.co/aide-chat/knowledge-base/create-knowledgebase/index Complete guide to creating and setting up your first knowledge base ## Overview Knowledge bases are the foundation of intelligent conversations in AIDE. They store your documents, files, and information that the AI can reference to provide accurate, contextual responses. This guide will walk you through creating your first knowledge base and understanding how to organize your information effectively. ## Key Benefits Store all your important documents, files, and data in one organized location Find information instantly using natural language queries across all your content Get AI responses that reference your specific documents and information Share knowledge bases with team members for collaborative work **Regular Maintenance**: Schedule regular reviews to keep your knowledge base current and organized ## Getting Started Locate the sidenav menu and click on the "Knowledge Base" button to open the interface Click the "Create Knowledge Base" button at the top of the page to start the process Enter a descriptive name that reflects the content or purpose of your knowledge base Upload files, documents, or connect data sources to populate your knowledge base ## Video Tutorial
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## Best Practices ### Choose Descriptive Names * **Good**: "Product Documentation" * **Better**: "Q4 Product Launch Documentation" * **Best**: "2024 Q4 Product Launch - Technical Specs & Marketing" ### Organize by Purpose * Create separate knowledge bases for different projects or teams * Use consistent naming conventions across your organization * Consider access permissions when organizing content ### Start Small, Scale Up * Begin with essential documents and files * Add more content gradually as needed * Regularly review and update your knowledge base **Meaningful Names**: Use descriptive names that clearly indicate the knowledge base content and purpose ## Common Use Cases Store project plans, specifications, and related documents for easy reference Centralize company policies, procedures, and internal documentation Organize research papers, experiments, and development notes Maintain client-specific documents, contracts, and communication history ## FAQ You can create unlimited knowledge bases to organize different types of content, projects, or teams. Each knowledge base can contain multiple files and documents. You can upload various file types including PDFs, Word documents, Excel spreadsheets, PowerPoint presentations, text files, and more. The system will process and index the content for search. Yes! You can share knowledge bases with team members and set different permission levels. This enables collaborative work and information sharing across your organization. Create separate knowledge bases for different purposes (projects, teams, topics). Use descriptive names and consider creating a naming convention for consistency across your organization. Yes, you can reorganize your content by moving files between knowledge bases. This helps you maintain clean organization as your needs evolve. You can delete knowledge bases when they're no longer needed. Make sure to backup any important content before deletion, as this action cannot be undone. ## Troubleshooting | Issue | Solution | Prevention | | ------------------------------- | ---------------------------------------------- | --------------------------------------------- | | **Can't Create Knowledge Base** | Check permissions and try refreshing the page | Ensure you have proper access rights | | **Files Not Uploading** | Verify file size and format compatibility | Use supported file types and reasonable sizes | | **Slow Processing** | Allow time for initial indexing of large files | Break large uploads into smaller batches | ## Next Steps Learn how to connect external data sources and integrate with your knowledge base # Data Sources Source: https://docs.stepsai.co/aide-chat/knowledge-base/data-sources/index Complete guide to connecting and managing data sources for enhanced AI conversations ## Overview Data sources are the connections that bring your external information into AIDE, enabling the AI to access and reference your files, documents, and data from various platforms. This guide will help you understand how to connect, manage, and optimize your data sources for the best AI experience. ## Key Benefits Access all your information from multiple platforms in one place Automatically sync with your connected platforms for up-to-date information AI understands context across all your connected data sources Enterprise-grade security for all your data connections ## Available Data Sources Access documents, spreadsheets, presentations, and files from your Google Drive Search through team conversations, shared files, and channel discussions Find information from emails and compose contextual responses Access your Notion workspaces, pages, and databases Search through repositories, issues, and documentation Access real-time information from the web when needed ## Getting Started Click the "Data Sources" button above the chat interface to view available connections Select from available data sources like Google Drive, Slack, Gmail, or others Follow the secure authentication process to connect your account Set permissions and preferences for how the data source should be used ## Video Tutorial
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## Best Practices ### Start with Essential Sources * Connect your most frequently used platforms first * Begin with Google Drive for document access * Add communication platforms like Slack or Gmail ### Manage Permissions Wisely * Only grant necessary permissions for each data source * Review and update permissions regularly * Consider team access requirements ### Monitor Performance * Keep track of which sources are most useful * Disconnect unused sources to improve performance * Regularly review source activity and usage ## Tips for Success **Multiple Sources**: Connect various data sources for comprehensive insights across platforms **Regular Updates**: Keep your data source connections current and monitor for any authentication issues **Source Priority**: Set priority levels for different data sources based on their importance to your workflow ## Advanced Features Set importance levels for different data sources to influence search results Choose specific folders, channels, or categories to sync from each source Automatically sync changes from connected platforms Search across multiple data sources simultaneously ## FAQ You can connect multiple data sources simultaneously. There's no strict limit, but we recommend connecting the sources you use most frequently for optimal performance. Yes! All connections use enterprise-grade security protocols. Your data remains in your control, and we only access what's necessary for the AI to provide helpful responses. Absolutely! You can disconnect any data source at any time. This will stop syncing new data, but previously indexed information may still be searchable. Check your internet connection and try re-authenticating. If issues persist, you can disconnect and reconnect the data source to refresh the connection. Yes! You can set selective sync options to choose specific folders, channels, or categories from each data source, giving you full control over what information is available. Data sources typically sync in real-time or near real-time, depending on the platform. You can also manually trigger syncs when needed. ## Troubleshooting | Issue | Solution | Prevention | | --------------------- | ----------------------------------------------- | ---------------------------------------- | | **Connection Failed** | Check internet and re-authenticate | Ensure stable internet connection | | **Permission Denied** | Verify account permissions and access rights | Grant necessary permissions during setup | | **Slow Performance** | Disconnect unused sources and check sync status | Monitor and manage active connections | | **Data Not Syncing** | Check platform status and re-authenticate | Regularly verify connection health | ## Success Tips **Start Small**: Begin with 2-3 essential data sources and gradually add more as needed **Regular Review**: Periodically review your connected sources and remove unused ones **Team Coordination**: Coordinate with your team on which data sources to connect for consistency ## Next Steps Learn how to effectively use your connected data sources in conversations ## Success! # Beginners Guide Source: https://docs.stepsai.co/beginners-guide Comprehensive guide for getting started with Steps AI Welcome to Steps AI! This guide will help you set up and master your intelligent knowledge assistant. ## Available Data Sources Access your documents, spreadsheets, and presentations Search through team conversations and shared files Find information from your emails and compose responses **Use Multiple Sources**: Connect various data sources for comprehensive insights ## Chat Modes Explained **Complex Projects & Workflows** **Clear Goals & Objectives** **Ongoing Projects** **Rapid Development** **Experiment**: Try different chat modes for different types of tasks ## Best Practices ### Ask Specific Questions * **Good**: "What are the key points from the Q4 budget?" * **Better**: "Summarize revenue projections from Q4 budget spreadsheet" ### Use Context * Reference specific documents or conversations * Mention relevant time periods or projects * Provide background when needed ### Leverage Multiple Sources * Ask questions spanning multiple platforms * Request comparisons across sources * Combine internal knowledge with web data ## Advanced Features Access real-time information and combine with your knowledge base Connect multiple data sources and blend information seamlessly Upload files directly in conversations and manage your knowledge base Share knowledge bases and collaborate with team members ## FAQ Go to the Connectors section, choose your preferred integration (Google Drive, Slack, or Gmail), and follow the authentication process. Wait for "Connected" status before proceeding. Choose based on your workflow: Orchestrator for complex projects, Pathfinder for specific goals, Vector for ongoing work, or Catalyst for rapid development. Yes! You can connect multiple sources and ask questions that span across different platforms for comprehensive insights. Be specific in your questions, provide context, and reference specific documents or time periods. The more specific you are, the better the responses. Check your permissions and ensure you have proper access rights. Try re-authenticating or contact support if issues persist. Yes! You can upload files directly in conversations and add them to your knowledge base for future reference. ## Troubleshooting | Issue | Solution | Prevention | | ----------------------- | ---------------------------------------------- | ---------------------------------- | | **Connection Problems** | Check permissions and re-authenticate | Ensure proper access rights | | **Search Not Working** | Verify data source connection and indexing | Allow time for initial indexing | | **Slow Responses** | Check internet connection, try simpler queries | Break complex questions into parts | **Regular Updates**: Keep your knowledge base and connections current ## Need Help? **Support Available**: Contact us at [connect@stepsai.co](mailto:connect@stepsai.co) for assistance with setup, troubleshooting, or advanced features. Explore our specialized agents for advanced automation and workflow optimization # GitHub Connector Source: https://docs.stepsai.co/connectors/github/index Connect your GitHub repositories to access code, issues, and documentation ## Overview The GitHub connector allows AIDE to access your repositories, search through code, read documentation, and help with development tasks. This integration enables the AI to understand your codebase and provide intelligent development assistance. ## Key Benefits Search and analyze code across your GitHub repositories Access and understand GitHub issues and pull requests Find and reference repository documentation and README files Get assistance with coding tasks and problem-solving ## Getting Started Navigate to the Connectors section in your AIDE dashboard Choose the GitHub connector from available options Sign in with your GitHub account and authorize access Choose which repositories to connect and configure access ## Video Tutorial
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**Select Relevant Repositories**: Connect only the repositories you're actively working on for better performance ## FAQ No, AIDE can only read and analyze your code. It cannot make direct changes to your repositories. Yes! You can connect both public and private repositories that you have access to. AIDE can handle large repositories but may take time to index. Focus on specific files or directories for better performance. Yes! AIDE can analyze code, read error messages, and help identify potential issues in your codebase. **Organize Your Code**: Use clear file structures and naming conventions for better AI understanding # Gmail Connector Source: https://docs.stepsai.co/connectors/gmail/index Connect your Gmail to search emails and compose contextual responses ## Overview The Gmail connector enables AIDE to access your email conversations, search through your inbox, and help compose contextual responses. This powerful integration allows the AI to understand your communication history and provide intelligent email assistance. ## Key Benefits Find specific emails and conversations using natural language Compose emails that reference previous conversations and context Access your complete email history for better understanding Get AI assistance in drafting professional email responses ## Getting Started Navigate to the Connectors section in your AIDE dashboard Select the Gmail connector from the available options Sign in with your Google account and authorize Gmail access Set up email access preferences and security settings ## Video Tutorial

Gmail Integration Tutorial

Video tutorial is temporarily unavailable. Follow the detailed step-by-step guide below to learn about connecting Gmail.

Written Guide Available Below
**Use Specific Queries**: Ask for emails about specific topics, people, or time periods for better results ## FAQ AIDE can only access emails when you specifically ask it to search or reference them. It doesn't scan your entire inbox automatically. No, AIDE can only help draft emails. You'll always review and send emails yourself through Gmail. Your email data is protected with enterprise-grade security and is only accessed when you make specific requests. Yes! You can connect multiple Gmail accounts, including personal and work accounts. **Be Specific**: Use detailed queries to find the exact emails you're looking for # Google Calendar Connector Source: https://docs.stepsai.co/connectors/google-calendar/index Connect your Google Calendar to manage schedules and coordinate meetings ## Overview The Google Calendar connector allows AIDE to access your calendar information, help schedule meetings, and provide intelligent scheduling assistance. This integration enables the AI to understand your availability and help coordinate with your schedule. ## Key Benefits Access and manage your calendar events and appointments Help schedule meetings and coordinate with participants Check your availability and suggest optimal meeting times Get intelligent suggestions for meeting scheduling and coordination ## Getting Started Navigate to the Connectors section in your AIDE dashboard Choose the Google Calendar connector option Sign in with your Google account and authorize calendar access Set up calendar permissions and sharing preferences ## Video Tutorial
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## Pro Tips **Check Multiple Calendars**: Connect all relevant calendars including work, personal, and shared calendars ## FAQ AIDE can help suggest meeting times and draft meeting invitations, but you'll always review and confirm before anything is scheduled. Yes! You can connect multiple Google Calendars including work, personal, and shared team calendars. AIDE automatically considers time zones and can help coordinate meetings across different time zones. AIDE can only access calendar information when you specifically ask for scheduling help. It respects your privacy settings. ## Success Tips **Keep Calendar Updated**: Maintain an up-to-date calendar for the most accurate scheduling assistance # Google Drive Connector Source: https://docs.stepsai.co/connectors/google-drive/index Connect your Google Drive to access documents, spreadsheets, and files in AIDE ## Overview The Google Drive connector allows AIDE to access and search through your Google Drive files, including Google Docs, Sheets, Slides, and other documents. This enables the AI to reference your stored information and provide contextual responses based on your actual documents. ## Key Benefits Access all your Google Drive documents, spreadsheets, and presentations Automatically sync with your Google Drive for up-to-date information Find specific information across all your Google Drive files Access shared documents and team collaboration files ## Getting Started Go to the Connectors section in your AIDE dashboard Click on the Google Drive connector option Sign in with your Google account and grant necessary permissions Choose which folders and files to connect to AIDE ## Video Tutorial
## Connection Process ### Step 1: Access Connectors * Navigate to the Connectors section in your AIDE dashboard * Look for the Google Drive connector option * Click to initiate the connection process ### Step 2: Google Authentication * Click "Connect Google Drive" to start the authentication process * You'll be redirected to Google's secure authentication page * Sign in with the Google account that contains your files * Grant the necessary permissions for AIDE to access your Drive ### Step 3: Permission Setup * **Read Access**: Allow AIDE to read your Google Drive files * **File Discovery**: Enable AIDE to discover and index your documents * **Sync Permissions**: Grant permission for real-time synchronization **Regular Updates**: Keep your Google Drive organized and up-to-date for the most accurate AI responses ## Supported File Types Access and search through all your Google Docs documents Reference data and information from your spreadsheets Access presentation content and slide information Search through uploaded PDF documents in your Drive ## FAQ AIDE needs read access to your Google Drive files to search and reference them. It cannot modify, delete, or create files in your Drive. Yes! You can connect multiple Google accounts to access different Google Drive instances, such as personal and work accounts. AIDE syncs with your Google Drive in real-time, so any changes you make to your files will be reflected immediately in AI responses. Absolutely! You can disconnect Google Drive at any time through the Connectors section, and AIDE will no longer access your files. When you disconnect, AIDE will stop accessing your Google Drive files, but previously indexed information may still be searchable until cleared. Yes! You can connect shared folders and Google Workspace team drives, as long as you have access permissions to them. ## Troubleshooting | Issue | Solution | Prevention | | ------------------------- | --------------------------------------------------------------------- | ---------------------------------------------------- | | **Authentication Failed** | Check your Google account credentials and try re-authenticating | Ensure you're using the correct Google account | | **Files Not Appearing** | Verify folder permissions and check if files are in connected folders | Organize files in clearly structured folders | | **Sync Issues** | Refresh the connection and check your internet connection | Maintain stable internet connection during setup | | **Permission Denied** | Check Google Drive sharing settings and account permissions | Review file and folder permissions before connecting | **Start Small**: Begin by connecting a few important folders and gradually expand as needed ## Next Steps Connect your Gmail to access email conversations and compose responses # Other Connectors Source: https://docs.stepsai.co/connectors/other-connectors/index Explore additional connectors for Notion, Outlook, Slack, HubSpot, and Jira ## Overview Beyond the core connectors, AIDE offers integration with additional popular platforms to enhance your workflow. These connectors provide access to project management tools, communication platforms, and business applications. ## Available Connectors Access your Notion workspaces, pages, and databases for comprehensive knowledge management Connect Microsoft Outlook for email management and calendar coordination Access team conversations, shared files, and channel discussions Connect customer relationship management and marketing automation tools Access project management, issue tracking, and team collaboration tools ## Getting Started Navigate to the Connectors section in your AIDE dashboard Select the connector for your desired platform Sign in with your account and grant necessary permissions Set up access preferences and data source selection **Choose Relevant Platforms**: Connect only the platforms you actively use to avoid information overload ## Platform-Specific Features ### Notion Connector * **Workspace Access**: Connect to your Notion workspaces and databases * **Page Search**: Search through pages, documents, and knowledge bases * **Database Integration**: Access structured data from Notion databases * **Knowledge Management**: Leverage your Notion knowledge base for AI responses ### Outlook Connector * **Email Management**: Access and search through Outlook emails * **Calendar Integration**: Connect Outlook calendar for scheduling assistance * **Contact Access**: Reference contact information and communication history * **Meeting Coordination**: Help schedule and manage Outlook meetings ### Slack Connector * **Channel Access**: Search through team conversations and channels * **File Sharing**: Access shared files and documents in Slack * **Team Communication**: Reference team discussions and decisions * **Integration Support**: Connect with Slack apps and workflows ### HubSpot Connector * **CRM Access**: Access customer and contact information * **Deal Management**: Reference sales pipeline and deal information * **Marketing Data**: Access marketing campaigns and analytics * **Customer Insights**: Leverage customer data for better responses ### Jira Connector * **Project Management**: Access project boards and workflows * **Issue Tracking**: Search through tickets, bugs, and feature requests * **Team Collaboration**: Reference team discussions and decisions * **Workflow Integration**: Understand project status and progress ## Pro Tips **Configure Permissions**: Set appropriate access levels for each platform based on your needs ## FAQ You can connect multiple platforms simultaneously. We recommend connecting the platforms you use most frequently for optimal performance. Yes! All connectors use enterprise-grade security protocols and only access data when you make specific requests. Yes! You can connect multiple accounts for platforms like Slack (different workspaces) or Notion (different workspaces). Choose connectors based on the platforms you use daily and where your important information is stored. Start with your most frequently used platforms. Absolutely! You can disconnect any connector at any time through the Connectors section. Most connectors work with free accounts, but some features may be limited. Check the specific platform's requirements. **Start with Essentials**: Begin with the platforms you use most frequently and add others as needed ## Next Steps Start with Google Drive to access your documents and files # How to Search in AIDE Source: https://docs.stepsai.co/how-to-search-in-aide Master the art of searching and finding information in Steps AI ## What Is AIDE Search? AIDE search is your intelligent gateway to finding information across all your connected data sources. Unlike traditional search engines, AIDE understands context, relationships, and natural language, making it easier to find exactly what you need from your emails, documents, conversations, and files. **Why AIDE Search?** AIDE combines information from multiple sources, understands your intent, and provides contextual results that traditional search tools can't match. ## How to Search in AIDE Navigate to the chat interface in your Steps AI workspace Ask your question in natural language, being as specific as possible about what you're looking for Choose which connected data sources to search through, or let AIDE search all sources automatically Review the intelligent responses and follow up with more specific questions if needed ## Search Capabilities Ask questions in everyday language instead of using keywords or complex search syntax Search across multiple data sources simultaneously (Gmail, Slack, Google Drive, etc.) AIDE understands relationships between topics and provides contextual results Access current information from the web combined with your internal data **Ask Follow-up Questions**: Use the conversation to refine your search and get more detailed information ## Search Troubleshooting | Issue | Solution | | ----------------------- | ------------------------------------------------------------------------------ | | **No Results Found** | Try rephrasing your question or check if the data source is properly connected | | **Irrelevant Results** | Be more specific in your query and provide additional context | | **Slow Search** | Check your internet connection and ensure data sources are synced | | **Missing Information** | Verify that the data source contains the information you're looking for | ## FAQ AIDE uses advanced natural language processing to understand the context and meaning behind your questions, not just keywords. It considers relationships between concepts and your conversation history. Yes! AIDE can search across all your connected data sources simultaneously, providing unified results that combine information from emails, documents, conversations, and more. AIDE provides highly accurate results by understanding context and relationships. It ranks results by relevance and can explain why certain information was included. Absolutely! You can specify time periods in your queries like "emails from last week" or "documents from Q3" to get time-relevant results. Try rephrasing your question, adding more context, or asking follow-up questions. AIDE can help you refine your search to find the right information. Yes! AIDE can search within document contents, not just file names. It can find information buried deep within spreadsheets, presentations, and other documents. **Important**: Make sure your data sources are properly connected and synced for the best search results. Learn about multi-source chat, conversation history, and advanced search capabilities # Welcome to Steps AI Source: https://docs.stepsai.co/introduction Your intelligent RAG-powered knowledge assistant Steps AI Light Steps AI Dark ## Transform Your Knowledge Management Steps AI is a powerful RAG (Retrieval Augmented Generation) platform that connects your organization's knowledge across multiple data sources, enabling intelligent conversations and collaboration. Seamlessly integrate with Google Drive, OneDrive, Slack, GitHub, and more Share chats, invite team members, and collaborate in real-time ## Key Features Discover how Steps AI can transform your team's knowledge sharing and collaboration. Intelligent search across all your connected data sources Chat with multiple data sources simultaneously Enterprise-grade security for your sensitive data Customize and extend Steps AI for your specific needs ## Getting Started Ready to enhance your team's knowledge sharing? Follow these steps: 1. Connect your first data source 2. Create a knowledge base 3. Start collaborative chats 4. Share insights with your team Get started with Steps AI in minutes See Steps AI in action # Adding MCPs Source: https://docs.stepsai.co/model-context-protocol/adding-mcps Complete guide to connecting and exploring MCP servers in AIDE ## Overview Adding MCP servers to AIDE extends your AI assistant's capabilities by connecting to external data sources, tools, and services. This guide will walk you through the process of discovering, connecting, and configuring MCP servers to enhance your AIDE experience. ## Key Benefits Add new tools and data sources to your AI assistant Access current information from various external sources Use external tools and services through standardized interfaces Create custom integrations for your specific needs ## Getting Started Navigate to the MCP section in your AIDE dashboard Browse available MCP servers or add custom ones Set up connection parameters and security settings Verify the connection and test functionality ## Video Tutorial
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## Discovering MCP Servers ### Community MCP Servers Explore MCP servers created by the community: * **Development Tools**: Code editors, IDEs, and development utilities * **Business Applications**: CRM systems, project management tools * **Data Sources**: APIs, data warehouses, and analytics platforms * **Communication Tools**: Email, messaging, and collaboration platforms ### Custom MCP Servers Create your own MCP servers for specific needs: * **Internal Systems**: Connect to your company's internal tools and databases * **Specialized Tools**: Create servers for domain-specific applications * **Legacy Systems**: Bridge to older systems that don't have modern APIs * **Proprietary Data**: Access your own custom data sources and tools ## FAQ Start with built-in servers that match your needs, then explore community servers for additional functionality. Consider your workflow and data requirements. Yes! You can disconnect MCP servers at any time through the MCP configuration section. This will stop all access to that server. AIDE will gracefully handle MCP server failures. You'll receive notifications about connection issues, and you can troubleshoot or disconnect problematic servers. MCP connections use secure protocols and encryption. You control permissions and access levels for each server, ensuring your data remains secure. Absolutely! You can create custom MCP servers to connect to your own tools and data sources. The MCP protocol is open and well-documented. MCP servers can enhance AI responses by providing additional context and tools, but may add some latency. Monitor performance and optimize as needed. ## Troubleshooting | Issue | Solution | Prevention | | --------------------- | ------------------------------------------------------- | -------------------------------------------------- | | **Connection Failed** | Check server URL, credentials, and network connectivity | Verify server details before connecting | | **Permission Denied** | Review and adjust MCP server permissions | Set appropriate access levels during configuration | **Regular Maintenance**: Periodically review and update your MCP server connections ## Next Steps Discover more MCP servers and learn about the protocol # Model Context Protocol (MCP) Source: https://docs.stepsai.co/model-context-protocol/index Understanding MCPs and how AIDE leverages them for enhanced AI capabilities ## Overview The Model Context Protocol (MCP) is an open standard that enables AI applications to connect with external data sources, tools, and services in a secure and standardized way. AIDE acts as an MCP client, allowing you to extend your AI assistant's capabilities by connecting to various MCP servers that provide access to different data sources and tools. ## What is MCP? MCP is an open protocol that standardizes how AI applications connect to external tools and data sources Provides secure, permission-based access to external resources without compromising data privacy Allows AI applications to dynamically connect to new tools and services as needed Common interface for connecting to databases, APIs, file systems, and other resources ## How AIDE Uses MCP AIDE functions as an MCP client, which means it can: ### Connect to MCP Servers * **Data Sources**: Connect to databases, file systems, and cloud storage * **Tools & Services**: Access external APIs, development tools, and business applications * **Real-time Information**: Get live data from various sources and services * **Custom Integrations**: Connect to your own custom MCP servers ### Enhanced Capabilities * **Contextual Responses**: Access relevant data from multiple sources * **Tool Execution**: Use external tools and services through MCP * **Dynamic Learning**: Adapt to new data sources and tools as they become available * **Secure Access**: Maintain security while accessing external resources ## Popular MCP Servers You Can Connect Access local and remote file systems, search through documents, and read file contents Connect to SQL and NoSQL databases to query and analyze your data Access Git repositories, view commit history, and manage version control Perform web searches and access real-time information from the internet Access calendar systems, schedule events, and manage appointments Read emails, compose messages, and manage email communications ## Key Benefits of MCP Integration ### Enhanced AI Capabilities * **Real-time Data**: Access current information from various sources * **Tool Integration**: Use external tools and services seamlessly * **Contextual Understanding**: Better understand your environment and data * **Automated Workflows**: Execute complex workflows across multiple systems ### Security and Privacy * **Permission-based Access**: Only access what you explicitly allow * **Local Processing**: Keep sensitive data local when possible * **Audit Trails**: Track all MCP interactions for security monitoring * **Encrypted Communication**: Secure communication between AIDE and MCP servers ### Flexibility and Extensibility * **Custom Servers**: Create your own MCP servers for specific needs * **Community Servers**: Use MCP servers created by the community * **Standard Protocol**: Easy integration with any MCP-compliant service * **Future-proof**: Add new capabilities as new MCP servers become available ## Getting Started Learn about the Model Context Protocol and how it works Select the MCP servers that provide the capabilities you need Set up secure connections to your chosen MCP servers Begin using enhanced AI capabilities with your connected MCP servers **Community Resources**: Explore the MCP community for additional servers and tools ## FAQ MCP is an open standard protocol that provides a standardized way to connect to external resources, while regular connectors are platform-specific integrations. MCP offers more flexibility and security. Yes! You can create custom MCP servers to provide specific functionality or connect to your own data sources and tools. MCP connections are designed with security in mind, using permission-based access and encrypted communication. You control what data and tools each MCP server can access. While some MCP servers may require technical setup, many are designed to be user-friendly and can be configured through simple interfaces. Yes! MCP servers exist for many common data sources, and you can create custom servers for your specific needs. MCPs provide AI with access to real-time data, external tools, and current information, leading to more accurate, relevant, and up-to-date responses. ## Next Steps Learn how to connect and configure MCP servers in AIDE # Quick Start Source: https://docs.stepsai.co/quickstart Get started with Steps AI in minutes - your intelligent knowledge assistant Steps AI Light Steps AI Dark ## Video Tutorial
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## Quick Setup Guide **To connect your first data source:** 1. Navigate to the Connectors section in the left sidebar 2. Select your desired data source from the available options 3. Follow the authentication prompts to grant necessary permissions 4. Wait for the initial sync to complete (this may take several minutes depending on data volume) 5. Verify the connection status shows as "Connected" with a green indicator **To create a knowledge base:** 1. Click on Knowledge Base in the left navigation menu 2. Select "Add new knowledge base" 3. Click on "Upload Files" on the right 4. Select which data sources should be included in this knowledge base 5. Then click on "Upload Files" again to finish the upload process **To start a collaborative chat:** 1. Navigate to the Chat section 2. Click "New Chat" to create a fresh conversation 3. Select the knowledge bases and data sources you want to query 4. Type your first question or search query **Pro Tip**: Start with a data source that contains well-organized, frequently accessed information to immediately see value from Steps AI. ## Account Requirements **Optional Requirements:** * Steps AI account with appropriate permissions * Access credentials for the data sources you plan to integrate * Administrative rights to your organization's systems (if connecting enterprise tools) ## What You Can Do Next Connect additional data sources like Slack, Gmail, or file systems Learn about multi-source chat, starred conversations, and history Upload and manage files directly in your conversations Customize your profile, themes, and preferences ## Need Help? **Having Issues?** Check these common solutions: * Ensure all data sources show "Connected" status * Verify you have necessary permissions for connected services * Try reconnecting sources if experiencing sync issues * Contact support at [connect@stepsai.co](mailto:connect@stepsai.co) for assistance Explore our comprehensive Beginner's Guide for advanced features and best practices # Widget Configuration Source: https://docs.stepsai.co/widgets/configuration/index Complete guide to configuring your widget's design, AI behavior, and data sources ## Overview Widget configuration is where you customize your widget's appearance, behavior, and capabilities. This comprehensive guide covers all configuration options including design customization, AI system prompts, data source connections, and deployment settings. ## Key Configuration Areas Customize colors, branding, and visual appearance to match your brand Set system prompts and configure AI behavior for your specific use case Connect knowledge bases and storage connectors for contextual responses Configure domain restrictions and access controls for your widget ## Getting Started After creating your widget, you'll be automatically taken to the configuration section Customize colors, branding, and visual elements to match your brand identity Set system prompts and configure how the AI should behave and respond Link your knowledge bases and storage connectors for enhanced responses ## Video Tutorial
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## Design Configuration ### Primary and Secondary Colors * **Primary Color**: Set your main brand color for buttons, highlights, and primary elements * **Secondary Color**: Choose a complementary color for secondary elements and accents * **Color Preview**: See real-time preview of how colors will appear in your widget ### Widget Name and Branding * **Widget Name**: Update the display name that appears in the chat interface * **Welcome Message**: Customize the initial greeting message users see * **Brand Elements**: Add your logo or brand imagery if supported ## AI Configuration #### Use Default System Prompt * Leverage AIDE's optimized default prompts * Suitable for general customer support and information queries * Automatically updated with best practices #### Custom System Prompt * Write your own system prompt for specific use cases * Define exactly how the AI should behave and respond * Include specific instructions, tone, and response guidelines **Plan Your Purpose**: Define exactly what your widget will help users with and accordingly set the custom prompt ## Data Source Configuration ### Knowledge Base Connection * **Select Knowledge Bases**: Choose which knowledge bases to connect * **Content Access**: Determine what information the widget can access * **Update Frequency**: Set how often content should be refreshed ### Storage Connectors * **Google Drive**: Connect specific folders or documents * **Slack**: Link relevant channels or workspaces * **Gmail**: Connect email accounts for email-related queries * **Other Connectors**: Add any other available data sources ### Data Source Management * **Priority Settings**: Set importance levels for different data sources * **Access Control**: Configure what information each source provides * **Sync Status**: Monitor the connection status of all data sources **Start with Defaults**: Begin with default settings and customize gradually based on needs ## FAQ Yes! You can modify any configuration settings at any time. Changes will be reflected immediately after saving. Default prompts are optimized for general use cases, while custom prompts allow you to define specific behavior, tone, and instructions for your unique needs. You can connect multiple data sources including knowledge bases and storage connectors. There's no strict limit, but consider performance and relevance. Absolutely! Each widget can have its own unique configuration, allowing you to create specialized widgets for different purposes or websites. The configuration interface shows the connection status of all data sources. You can also test the widget to verify it's accessing the correct information. Yes! You can preview your widget with all current configurations to see exactly how it will appear and function before making it live. ## Troubleshooting | Issue | Solution | Prevention | | ------------------------------- | ------------------------------------------------- | ----------------------------------------------------- | | **Colors Not Updating** | Save changes and refresh the preview | Ensure you're in the correct configuration section | | **Data Sources Not Connecting** | Check permissions and try re-authenticating | Verify data source availability before connecting | | **Custom Prompt Not Working** | Review prompt syntax and test with simple queries | Start with basic prompts and add complexity gradually | | **Configuration Not Saving** | Check internet connection and try again | Complete all required fields before saving | ## Next Steps Learn advanced techniques for customizing your widget's appearance and user interface # How to Create Widget Source: https://docs.stepsai.co/widgets/create-widget/index Step-by-step guide to creating your first AIDE widget ## Overview Widgets are embeddable chat interfaces that you can integrate into your website or application. They provide your users with direct access to your AI assistant, powered by your knowledge base and connected data sources. This guide will walk you through creating your first widget from start to finish. ## Key Benefits Embed AI chat functionality directly into your website or application Customize colors, messaging, and appearance to match your brand Connect your knowledge base and data sources for contextual responses Provide instant support and assistance to your website visitors ## Getting Started Go to the main page and click on "Widgets" in the left sidebar to access the widget management interface Click the "Create Widget" button to start building your first widget Provide a name and description for your widget to identify its purpose Customize the design, connect data sources, and configure AI behavior ## Video Tutorial
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**Clear Purpose**: Define exactly what your widget will help users with before creating it ## Common Use Cases Provide instant help and answer common customer questions Share product details, specifications, and usage guides Engage visitors and collect contact information Answer frequently asked questions automatically ## FAQ You can create unlimited widgets for different purposes, websites, or use cases. Each widget can have its own configuration and data sources. Yes! You can edit any widget's configuration, design, and settings at any time. Changes will be reflected immediately after saving. You'll need to provide a widget name and description. The name should be descriptive and help you identify the widget's purpose. Absolutely! You can create separate widgets for different websites, each with their own configuration and branding. After creation, you'll be taken to the configuration section where you can customize the design, connect data sources, and set up deployment options. Yes! You can duplicate existing widgets to create similar ones with different configurations, saving time on setup. ## Troubleshooting | Issue | Solution | Prevention | | ----------------------------- | -------------------------------------------------------------- | ----------------------------------------------- | | **Can't Find Widgets** | Check if you're on the main dashboard and look for the sidebar | Ensure you're logged into the correct account | | **Create Button Not Working** | Refresh the page and try again | Check your internet connection | | **Widget Not Saving** | Verify all required fields are filled and try again | Complete all required information before saving | | **Configuration Issues** | Start with basic settings and gradually add complexity | Plan your widget configuration before creating | ## Next Steps Learn how to customize your widget's design, AI behavior, and data sources # Customizing UI Source: https://docs.stepsai.co/widgets/customizing-ui/index Advanced guide to customizing your widget's appearance and user interface ## Overview Customizing your widget's UI allows you to create a seamless brand experience that matches your website's design and enhances user engagement. This guide covers advanced customization techniques including color schemes, typography, layout options, and responsive design considerations. ## Key Customization Areas Create cohesive color palettes that match your brand identity Customize fonts, sizes, and text styling for better readability Adjust positioning, sizing, and arrangement of widget elements Customize buttons, hover effects, and interactive components ## Getting Started Navigate to the configuration section and locate the design customization options Select primary and secondary colors that complement your website design Adjust font styles, sizes, and spacing for optimal readability Use the live preview to see how your customizations look in real-time ## Video Tutorial
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## Color Customization ### Primary Color Selection * **Brand Alignment**: Choose your main brand color for primary elements * **Accessibility**: Ensure sufficient contrast for readability * **Psychology**: Consider the emotional impact of your color choice * **Consistency**: Match colors used across your website and marketing materials ### Secondary Color Options * **Complementary Colors**: Select colors that work well with your primary color * **Accent Elements**: Use secondary colors for highlights and secondary actions * **Visual Hierarchy**: Create clear distinction between different UI elements * **Brand Guidelines**: Follow your established brand color palette ### Color Application Areas * **Chat Bubbles**: Customize user and AI message bubble colors * **Buttons**: Style primary and secondary action buttons * **Background**: Set widget background and container colors * **Text**: Ensure text colors provide adequate contrast **Start with Brand Colors**: Begin customization by applying your brand's primary and secondary colors ## Advanced Customization Add custom CSS for advanced styling and layout control Use pre-designed themes as starting points for customization Integrate animation libraries for enhanced interactions Replace default icons with custom brand-appropriate icons ## FAQ Yes! You can specify custom fonts, but ensure they're web-safe and properly loaded to avoid display issues. Test your customizations on various mobile devices and use responsive design principles to ensure optimal display across all screen sizes. Yes! You can add custom CSS animations and transitions to enhance the user experience and make your widget more engaging. Start with your brand colors and ensure they provide sufficient contrast for accessibility. Consider the emotional impact and consistency with your website design. Ensure sufficient color contrast, support keyboard navigation, provide clear focus indicators, and test with screen reading software. Yes! Use the live preview feature to see how your customizations look in real-time before making them live. **Brand Consistency**: Ensure all customizations align with your brand guidelines and website design ## Next Steps Learn how to deploy your customized widget and integrate it into your website # Widget Deployment Source: https://docs.stepsai.co/widgets/deployment/index Complete guide to deploying your widget and integrating it into your website ## Overview Deploying your widget makes it live and accessible to your website visitors. This guide covers the deployment process, script tag integration, domain configuration, and monitoring your widget's performance once it's live. ## Key Deployment Features Get the embed code to integrate your widget into any website Configure which domains can display your widget for security Deploy your widget instantly with one-click activation ## Getting Started Ensure all settings, colors, and data sources are properly configured Click the "Deploy" button to make your widget live Copy the provided script tag for website integration Add the script tag to your website's HTML code ## Video Tutorial
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## Script Tag Integration ### Getting Your Embed Code Once deployed, you'll receive a script tag that looks like this: ```html ``` ## Advanced Deployment Deploy multiple widget versions to test different configurations Deploy different widgets for different geographic regions Schedule widget deployment for specific times or events Deploy widgets based on specific conditions or user segments ## FAQ Deployment is instant! Once you click deploy, your widget is immediately live and accessible. Yes! You can deploy the same widget on multiple domains by adding them to your allowed domains list. You can update your widget configuration at any time. Changes will be reflected immediately without needing to redeploy. Use the analytics dashboard to monitor performance, and test the widget directly on your website to ensure it's functioning properly. Yes! You can pause or disable your widget at any time without losing your configuration. If domain settings are incorrect, the widget won't load on unauthorized domains. You can update domain settings at any time. ## Troubleshooting | Issue | Solution | Prevention | | ------------------------ | -------------------------------------------------- | --------------------------------------------------- | | **Widget Not Loading** | Check domain settings and script tag placement | Verify domain configuration before deployment | | **Script Tag Errors** | Ensure script tag is properly formatted and placed | Test integration on a development environment first | | **Domain Access Denied** | Verify domain is in allowed domains list | Double-check domain configuration | ## Success Tips **Start Small**: Deploy to a limited audience first to test and gather feedback ## Next Steps Learn how to view and manage conversations happening in your deployed widget # Widgets Source: https://docs.stepsai.co/widgets/index Complete guide to creating, customizing, and deploying widgets in AIDE ## Overview Widgets are powerful, embeddable chat interfaces that you can integrate into your website or application. They provide your users with direct access to your AI assistant, powered by your knowledge base and connected data sources. This comprehensive guide covers everything from creating your first widget to advanced customization and deployment. ## Key Benefits Embed AI chat functionality directly into your website or application Customize colors, messaging, and appearance to match your brand Connect your knowledge base and data sources for contextual responses Provide instant support and assistance to your website visitors ## Getting Started Start by creating a new widget with a name and description Customize design, AI behavior, and connect data sources Deploy your widget and get the embed code for your website Track conversations and analyze widget performance ## Available Widgets Step-by-step guide to creating your first AIDE widget Complete guide to configuring design, AI behavior, and data sources Advanced techniques for customizing your widget's appearance Learn how to deploy your widget and integrate it into your website View and manage conversations happening in your deployed widgets **Plan Your Purpose**: Define exactly what your widget will help users with before creating it ## FAQ You can create unlimited widgets for different purposes, websites, or use cases. Each widget can have its own configuration and data sources. Yes! You can customize colors, fonts, layout, and other visual elements to match your brand and website design. After deploying your widget, you'll receive a script tag that you can add to your website's HTML code. Yes! The Messages section allows you to view and analyze all conversations happening in your deployed widgets. Yes! Widgets include security features like domain restrictions and enterprise-grade data protection. Absolutely! You can modify any widget configuration at any time, and changes will be reflected immediately. **User-Centric Design**: Focus on creating a widget that genuinely helps your users # Widget Messages Source: https://docs.stepsai.co/widgets/messages/index Complete guide to viewing, managing, and analyzing conversations in your deployed widgets ## Overview The Messages section provides you with comprehensive access to all conversations happening in your deployed widgets. This powerful feature allows you to monitor user interactions, analyze conversation patterns, and gain insights into how your AI assistant is performing in real-world scenarios. ## Key Features View complete conversation history from all your deployed widgets Monitor live conversations as they happen across your widgets Analyze conversation patterns, user satisfaction, and performance metrics Export conversation data for further analysis and reporting ## Getting Started Navigate to the Messages section in your widget dashboard Browse through all conversations from your deployed widgets Use filters and search to find specific conversations or topics ## Video Tutorial
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## Conversation Management ### Viewing Conversations * **Complete History**: Access all conversations from your deployed widgets * **Conversation Threads**: View full conversation context and flow ### Conversation Details * **Full Context**: View complete conversation history and context * **Message Timestamps**: See when each message was sent ### Search and Filter * **Keyword Search**: Search conversations by specific keywords or topics * **Date Filtering**: Filter conversations by date range * **Widget Filtering**: View conversations from specific widgets * **Status Filtering**: Filter by conversation status or outcome ## FAQ Conversations are stored according to your data retention policy. You can configure retention periods based on your needs and compliance requirements. Yes! You can export conversation data in various formats for analysis, reporting, or compliance purposes. Use the search and filter options to find conversations by keywords, date range, widget, or other criteria. Yes! You can monitor conversations as they happen in real-time through the live dashboard. Analyze conversation patterns, identify common questions, and use insights to optimize your widget configuration and AI responses. Yes! Conversation data is protected with enterprise-grade security measures and handled according to privacy regulations. ## Troubleshooting | Issue | Solution | Prevention | | ----------------------------- | ----------------------------------------------- | ------------------------------------------- | | **Conversations Not Loading** | Check internet connection and refresh the page | Ensure stable internet connection | | **Search Not Working** | Try different keywords or check filter settings | Use specific, relevant search terms | | **Performance Issues** | Check for large data sets and optimize filters | Use appropriate filters to limit data scope | **User-Centric Approach**: Use conversation data to understand and better serve your users' needs ## Next Steps Use insights from your messages to optimize your widget configuration and improve performance